0001669517-23-000114.txt : 20230418
0001669517-23-000114.hdr.sgml : 20230418
20230418070219
ACCESSION NUMBER: 0001669517-23-000114
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MACERONI,STEPHEN,MICHAEL,
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230418
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC
CENTRAL INDEX KEY: 0001669517
IRS NUMBER: 811642787
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 23825460
BUSINESS ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103-2700
BUSINESS PHONE: 215-567-6100
MAIL ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103-2700
MA-I/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001669517-16-000116
N
Stephen
Michael
Maceroni
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
12-18-2019
100 HIGH STREET
23RD FLOOR
BOSTON
MA
02110
01-2022
PFM FINANCIAL ADVISORS LLC
BOSTON
MA
02110
Y
N
DIRECTOR
12-2019
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
BOSTON
MA
02110
Y
N
DIRECTOR
09-2011
12-2019
PUBLIC FINANCIAL MANAGEMENT, INC.
PROVIDENCE
RI
02903
Y
N
SENIOR MANAGING CONSULTANT
08-2001
09-2011
FIRST SOUTHWEST COMPANY
LINCOLN
RI
02865
Y
N
Financial Advisor
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
04-17-2023
CHERYL D.. MADDOX
CHIEF COMPLIANCE OFFICER